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Understanding Your Alternatives Protection Against Inflation The New Retirement Age 1031 Tax Deferred Exchanges

Understanding Today’s Financial Environment

Welcome, we're Investment Capital Resources, a financial services organization headquartered in San Diego, CA and specializing in Alternative Investments. We understand that individuals, families and businesses all face unique challenges as they navigate their unique financial landscape. We can help take the mystery out of preparing for today and tomorrow.

Our professionals have years of cumulative experience in the financial services industry. We can help you address your current needs and strategically prepare you for the years to come. We look forward to working with you through all stages of your life.

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Alternative Investments

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1031 Tax Deferred Exchange

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Helpful Content

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

 

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Saving for College 101

Here’s a crash course on saving for college.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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